Jeremy Walter, CFP®, CKA® Fident Financial, LLC
- 1 Thunder Lane , Lancaster, PA 17602
- (717) 208-2235
About Jeremy Walter, CFP®, CKA®
I’m Jeremy Walter, founder of Fident Financial, LLC, a fee-only registered investment advisor located in the heart of beautiful Lancaster County, Pennsylvania.
I started up Fident Financial after working for another local advisory firm for just over a decade – largely because of how much I believe in two things: aligning your values with your money, and utilizing a fee-only approach to managing wealth.
Every client I’ve encountered has a slightly different set of goals they want to achieve with their finances, and so every client needs a unique plan to figure out the best path to manage their wealth to achieve them – using their stated values as guide rails along the way.
In addition to the Certified Financial Planner Certification, I’m also a Certified Kingdom Advisor – a designation put forth by Kingdom Advisors, a non-profit organization that helps advisors like me have better conversations and create more lasting strategies in helping clients like you.
My investment philosophy relies heavily on evidence-based-investing and is something I get excited when implementing.
I’m undeservedly blessed with a beautiful wife and four kiddos.
I believe strongly that the sequence for making the best financial decisions are identifying your values, prioritizing your goals, and then implementing a financial decision. Fident’s process for doing this is The C3 Process – clarify, calculate, calibrate.
I’d love to hear more about you – so feel free to reach out and schedule a free 30-minute phone consultation with me and see if we can be a good mutual match.
A number of years ago our then-family-of-5 moved in with my mother-in-law for 7 months while we were listing our home for sale, and deciding either to build or buy a new one. It was[...]
It’s most likely not hyperbole to say that what we are facing right now with COVID-19 is something that none of us will ever forget. Maybe – especially – those of us with kids at[...]